CALVERT WEALTH MANAGEMENT, INC.
Adviser information for CALVERT WEALTH MANAGEMENT, INC. last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Maryland, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 699 | $138.2M |
| Non-Discretionary | 0 | $0 |
| Total | 699 | $138.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 285 | $62.4M |
| HNW Individuals | 45 | $75.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesCONSULTING |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-118382 |
|---|---|
| SEC ERA File Number | 801-118382 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 115639 |
| Legal Entity Identifier | None |
Principal Office
3175 WEST WARD ROADSUITE 120
DUNKIRK
MD
United States
Monday - Friday, 9:00AM-5:00PM
Tel: 301-812-1550, Fax: 410-286-3180
Websites
Chief Compliance Officer
KELLY C. SHEAHAN
CO-PRESIDENT, VP OF OPERATIONS
3175 WEST WARD ROAD
SUITE 120
DUNKIRK
MD
United States
Tel:
301-812-1550
Fax:
410-286-3180
K****@****************M
(Full email address available in API data)
Regulatory Contact
JOHN T. STONE
CO-PRESIDENT, VP OF PORTFOLIO MANAGEMENT
3175 WEST WARD ROAD
SUITE 120
DUNKIRK
MD
United States
Tel:
301-812-1550
Fax:
410-286-3180
J***@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| STONE, JOHN, THOMAS | Individual | – | CO-PRESIDENT | 01/2020 | 50-75% |
| SHEAHAN, KELLY, COLLEEN | Individual | – | CO-PRESIDENT, CHIEF COMPLIANCE OFFICER | 01/2020 | 50-75% |